Are you involved in the horse industry? Peterson Wealth Services specializes in helping horse owners, vets, trainers, breeders, and racing professionals with retirement planning. Reach out to us today!
Are you prepared for retirement? We’re here to help you navigate this important time in your life, while attempting to preserve your assets, minimize taxes and maintain a comfortable lifestyle. If any of these issues concern you, please contact us.
Do you need help managing the cash flows of your business? We can help you implement an appropriate retirement plan, enhance the return on liquid capital, minimize taxes and help you determine the proper exit plan.
SEE WHAT OUR CLIENTS HAVE TO SAY
We have been with PWS for quite a few years now and have been pleased with how Shaun and Billy have taken care of our retirement portfolio. We appreciate their interest and care in where we are coming from and their advice has been invaluable in staying the course and growing our funds. They are always friendly and willing to listen to our concerns and patiently explain where they are coming from. We trust them and highly recommend them.
They are very professional and they’ve helped me come a long way financially wise . Plus there are willing to work with you in any way you want to spend your money. We have been with them for over 20 years and then very satisfied.
One of the best decisions I have ever made. These people are Fantastic and are well educated and know what they are talking about. The are very professional, friendly and trustworthy! They have taken a huge weight off my back and made my life so much better. I would highly recommend doing business with Peterson Wealth!!!
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Peterson Wealth Services, Inc is a registered investment adviser located in South Ogden, UT. Peterson Wealth Services, Inc may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Peterson Wealth Services, Inc’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Peterson Wealth Services, Inc’s website on the Internet should not be construed by any consumer and/or prospective client as Peterson Wealth Services, Inc’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Peterson Wealth Services, Inc with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Peterson Wealth Services, Inc, please contact the state securities regulators for those states in which Peterson Wealth Services, Inc maintains a registration filing. A copy of Peterson Wealth Services, Inc’s current written disclosure statement discussing Peterson Wealth Services, Inc’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Peterson Wealth Services, Inc upon written request. Peterson Wealth Services, Inc does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Peterson Wealth Services, Inc’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Peterson Wealth Services is a Registered Investment Advisor located in South Ogden, Utah. The testimonials provided above were from current clients of Peterson Wealth Services. Peterson Wealth Services neither offered nor provided cash or an item of value in exchange for these testimonials. The clients giving the testimonials did so at their own will and there were no material conflicts of interested that would affect the testimonial. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services.